Civic Intelligence

Sequoia Financial Advisors Inc.

Plan context: Sequoia Financial Advisors Inc. 401(K) Plan

EIN 86-0567678 • Phoenix, AZ • 16 filings • 2 plans

3037 N. 50th StreetPhoenix, AZ 85018
Current Snapshot

Latest Year

2020

2020 Participants

2

2020 Assets

$897,851

2020 Contributions

$37,000

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,245,680$622,840$0200520132019YearValue
$897,851Latest year 2019

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

630200520122019YearValue
2Latest year 2019

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202010$0$0-
Sequoia Financial Advisors Inc. 401(K) Plan-0$0$0-
201912$897,851$0-
Sequoia Financial Advisors Inc. 401(K) Plan-2$897,851$0-
201813$768,618$0-
Sequoia Financial Advisors Inc. 401(K) Plan-3$768,618$0-
201713$861,114$37,000$12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,037 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%.
Sequoia Financial Advisors Inc. 401(K) Plan-3$861,114$37,000$12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,037 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%.
201615$1,245,680$36,363$7,273iApproximate average salary by contribution assumption: employee only about $181,815 at 4% or $121,210 at 6%; with 50% employer match about $121,210 at 4% or $80,807 at 6%; with 100% employer match about $90,908 at 4% or $60,605 at 6%.
Sequoia Financial Advisors Inc. 401(K) Plan-5$1,245,680$36,363$7,273iApproximate average salary by contribution assumption: employee only about $181,815 at 4% or $121,210 at 6%; with 50% employer match about $121,210 at 4% or $80,807 at 6%; with 100% employer match about $90,908 at 4% or $60,605 at 6%.
201515$1,215,409$73,256$14,651iApproximate average salary by contribution assumption: employee only about $366,280 at 4% or $244,187 at 6%; with 50% employer match about $244,187 at 4% or $162,791 at 6%; with 100% employer match about $183,140 at 4% or $122,093 at 6%.
Sequoia Financial Advisors Inc. 401(K) Plan-5$1,215,409$73,256$14,651iApproximate average salary by contribution assumption: employee only about $366,280 at 4% or $244,187 at 6%; with 50% employer match about $244,187 at 4% or $162,791 at 6%; with 100% employer match about $183,140 at 4% or $122,093 at 6%.
201415$1,174,230$79,412$15,882iApproximate average salary by contribution assumption: employee only about $397,060 at 4% or $264,707 at 6%; with 50% employer match about $264,707 at 4% or $176,471 at 6%; with 100% employer match about $198,530 at 4% or $132,353 at 6%.
Sequoia Financial Advisors Inc. 401(K) Plan-5$1,174,230$79,412$15,882iApproximate average salary by contribution assumption: employee only about $397,060 at 4% or $264,707 at 6%; with 50% employer match about $264,707 at 4% or $176,471 at 6%; with 100% employer match about $198,530 at 4% or $132,353 at 6%.
201316$1,063,686$80,103$13,351iApproximate average salary by contribution assumption: employee only about $333,763 at 4% or $222,508 at 6%; with 50% employer match about $222,508 at 4% or $148,339 at 6%; with 100% employer match about $166,881 at 4% or $111,254 at 6%.
Sequoia Financial Advisors Inc. 401(K) Plan-6$1,063,686$80,103$13,351iApproximate average salary by contribution assumption: employee only about $333,763 at 4% or $222,508 at 6%; with 50% employer match about $222,508 at 4% or $148,339 at 6%; with 100% employer match about $166,881 at 4% or $111,254 at 6%.
201215$880,610$61,823$12,365iApproximate average salary by contribution assumption: employee only about $309,115 at 4% or $206,077 at 6%; with 50% employer match about $206,077 at 4% or $137,384 at 6%; with 100% employer match about $154,558 at 4% or $103,038 at 6%.
Sequoia Financial Advisors Inc. 401(K) Plan-5$880,610$61,823$12,365iApproximate average salary by contribution assumption: employee only about $309,115 at 4% or $206,077 at 6%; with 50% employer match about $206,077 at 4% or $137,384 at 6%; with 100% employer match about $154,558 at 4% or $103,038 at 6%.
201115$736,920$73,233$14,647iApproximate average salary by contribution assumption: employee only about $366,165 at 4% or $244,110 at 6%; with 50% employer match about $244,110 at 4% or $162,740 at 6%; with 100% employer match about $183,083 at 4% or $122,055 at 6%.
Sequoia Financial Advisors Inc. 401(K) Plan-5$736,920$73,233$14,647iApproximate average salary by contribution assumption: employee only about $366,165 at 4% or $244,110 at 6%; with 50% employer match about $244,110 at 4% or $162,740 at 6%; with 100% employer match about $183,083 at 4% or $122,055 at 6%.
201016$706,120$77,527$12,921iApproximate average salary by contribution assumption: employee only about $323,029 at 4% or $215,353 at 6%; with 50% employer match about $215,353 at 4% or $143,569 at 6%; with 100% employer match about $161,515 at 4% or $107,676 at 6%.
Sequoia Financial Advisors Inc. 401(K) Plan-6$706,120$77,527$12,921iApproximate average salary by contribution assumption: employee only about $323,029 at 4% or $215,353 at 6%; with 50% employer match about $215,353 at 4% or $143,569 at 6%; with 100% employer match about $161,515 at 4% or $107,676 at 6%.
200915$572,480$69,554$13,911iApproximate average salary by contribution assumption: employee only about $347,770 at 4% or $231,847 at 6%; with 50% employer match about $231,847 at 4% or $154,564 at 6%; with 100% employer match about $173,885 at 4% or $115,923 at 6%.
Sequoia Financial Advisors Inc. 401(K) Plan-5$572,480$69,554$13,911iApproximate average salary by contribution assumption: employee only about $347,770 at 4% or $231,847 at 6%; with 50% employer match about $231,847 at 4% or $154,564 at 6%; with 100% employer match about $173,885 at 4% or $115,923 at 6%.
200815$0$0-
Sequoia Financial Advisors Inc. 401(K) Plan-5---
200715$389,606$69,681$13,936iApproximate average salary by contribution assumption: employee only about $348,405 at 4% or $232,270 at 6%; with 50% employer match about $232,270 at 4% or $154,847 at 6%; with 100% employer match about $174,203 at 4% or $116,135 at 6%.
Sequoia Financial Advisors Inc. 401(K) Plan-5$389,606$69,681$13,936iApproximate average salary by contribution assumption: employee only about $348,405 at 4% or $232,270 at 6%; with 50% employer match about $232,270 at 4% or $154,847 at 6%; with 100% employer match about $174,203 at 4% or $116,135 at 6%.
200612$289,655$59,840$29,920iApproximate average salary by contribution assumption: employee only about $748,000 at 4% or $498,667 at 6%; with 50% employer match about $498,667 at 4% or $332,444 at 6%; with 100% employer match about $374,000 at 4% or $249,333 at 6%.
Sequoia Financial Advisors Inc. 401(K) Plan-2$289,655$59,840$29,920iApproximate average salary by contribution assumption: employee only about $748,000 at 4% or $498,667 at 6%; with 50% employer match about $498,667 at 4% or $332,444 at 6%; with 100% employer match about $374,000 at 4% or $249,333 at 6%.
200513$193,480$172,318$57,439iApproximate average salary by contribution assumption: employee only about $1,435,983 at 4% or $957,322 at 6%; with 50% employer match about $957,322 at 4% or $638,215 at 6%; with 100% employer match about $717,992 at 4% or $478,661 at 6%.
Sequoia Financial Advisors Inc. 401(K) Plan-3$193,480$172,318$57,439iApproximate average salary by contribution assumption: employee only about $1,435,983 at 4% or $957,322 at 6%; with 50% employer match about $957,322 at 4% or $638,215 at 6%; with 100% employer match about $717,992 at 4% or $478,661 at 6%.